Investor Portal

We invite you to view our investor material for Sterling Partners Equity Advisors’ Small-Cap Value and Large-Cap Value strategies:

  • Sterling Small-Cap Value Diversified Strategy
  • Sterling Small-Cap Value Focus Strategy
  • Sterling Quality Income & Value Strategy

Sterling Partners Equity Advisors offers a highly experienced investment and management team combined with an institutional financial services infrastructure. Our consistently applied research and investment process has been developed over 35 years, resulting in our long-term track record in Sterling’s strategies.

For all inquiries, please contact:

John A. Schattenfield, Head of Distribution
jschattenfield@sterlingpartnersequityadvisors.com
P: 312.465.7037 / C: 872.202.2340

Document Library

Sterling Small-Cap Value Diversified Fact Sheet

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Sterling Small-Cap Value Focus Fact Sheet

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Sterling Quality Income & Value Fact Sheet

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Sterling Partners Equity Advisors ADV Part 2A

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SPEA Quarterly Portfolio Commentary-January 2020

Kevin Silverman, CFA and Portfolio Manager of Sterling Partners Equity Advisors, shares his 4Q 2019 portfolio commentary.  Read more about Kevin’s market views in “Advantage: U.S. Equities.”

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SPEA Quarterly Portfolio Commentary-October 2019

In “Uncertainty is Our Friend…I Think,”  Kevin Silverman addresses how economic and market uncertainty affects small-cap investors.

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SPEA Quarterly Portfolio Commentary-July 2019

Kevin Silverman, CFA, shares his market views in his 2Q 2019 portfolio commentary.

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SPEA Quarterly Portfolio Commentary-April 2019

“Because we invest for the long term, we try hard to remember that short-term market changes are largely emotional reactions to short-term news,” says Kevin Silverman, Portfolio Manager. Read more in his 1Q 2019 Portfolio Commentary.

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Sterling Partners Equity Advisors Privacy Policy

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